LVW Advisors, LLC

Institutional manager (13F) · CIK 1576053

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $788M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$89M	1,158,465
2	VANGUARD TAX-MANAGED FDS	$75M	1,169,707
3	SCHWAB STRATEGIC TR	$51M	2,112,985
4	ISHARES TR	$43M	418,646
5	SCHWAB STRATEGIC TR	$41M	1,348,255
6	VANGUARD BD INDEX FDS	$36M	465,127
7	APPLE INC	$35M	139,611
8	VANGUARD SCOTTSDALE FDS	$35M	319,679
9	CAPITAL GROUP GBL GROWTH EQT	$35M	1,044,217
10	AB ACTIVE ETFS INC	$25M	977,159
11	CAPITAL GROUP INTERNATIONAL	$25M	728,079
12	ISHARES TR	$25M	230,341
13	NVIDIA CORPORATION	$23M	132,710
14	VANGUARD INDEX FDS	$21M	47,476
15	VANGUARD BD INDEX FDS	$16M	217,865
16	JPMORGAN CHASE & CO	$14M	46,852
17	MICROSOFT CORP	$14M	36,854
18	ISHARES TR	$13M	105,491
19	ALPHABET INC	$12M	41,793
20	AMAZON COM INC	$11M	54,638
21	ALPHABET INC	$11M	37,295
22	SCHWAB STRATEGIC TR	$10M	347,439
23	BROADCOM INC	$8M	26,358
24	PIMCO ETF TR	$8M	309,770
25	BERKSHIRE HATHAWAY INC DEL	$8M	16,336
26	VANGUARD INTL EQUITY INDEX F	$8M	138,909
27	VANGUARD SCOTTSDALE FDS	$7M	70,784
28	META PLATFORMS INC	$6M	10,864
29	VISA INC	$6M	20,296
30	JOHNSON & JOHNSON	$6M	24,220
31	VANGUARD INDEX FDS	$6M	9,456
32	ISHARES INC	$5M	58,062
33	SCHWAB STRATEGIC TR	$4M	181,472
34	ABBVIE INC	$4M	19,533
35	TESLA INC	$4M	10,787
36	EXXON MOBIL CORP	$4M	23,462
37	ISHARES U S ETF TR	$4M	71,132
38	ALTRIA GROUP INC	$4M	54,464
39	CISCO SYS INC	$3M	44,173
40	CHUBB LTD SWITZ	$3M	10,411
41	STATE STR SPDR S&P 500 ETF T	$3M	5,134
42	GILEAD SCIENCES INC	$3M	23,548
43	ELI LILLY & CO	$3M	3,495
44	US BANCORP	$3M	60,681
45	MASTERCARD INCORPORATED	$3M	6,133
46	TAIWAN SEMICONDUCTOR MANUFAC	$3M	8,835
47	MERCK & CO INC	$3M	24,244
48	GENERAL DYNAMICS CORP	$3M	8,313
49	WALMART INC	$3M	22,384
50	CHEVRON CORPORATION	$3M	13,353

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.